EAConnect Planning

Real modeling depth.

Not a spreadsheet overlay.

Multi-dimensional planning for FP&A, RevOps, supply-chain, and HR. A true planning model with AI-authored designs, certified processes, and three-layer validation — on the same platform as Analytics.

Multi-dim ModelsAI Model DesignerWorkbook → ModelImmutable AuditSOX-ready3-Layer Validation
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FP&A MODEL · BUDGET 2026
AI-DESIGNED
DIMENSIONACTUALSBUDGETVAR%
Americas22,10021,400+3.3%
EMEA15,80016,200−2.5%
APAC10,3009,700+6.2%
AI INSIGHTEMEA is 2.5% under budget. Driver table shows FX headwind of −$420k. Saved changes automatically updated 3 downstream reports.
01 · The Planning Model

Multi-dimensional modeling.
Uncompromising precision.

Dimensions are global and reused across models. Scenarios are isolated. Versions track lifecycle state within each scenario.

Dimensions
Global reuse across models. Planners can add members at runtime, governed by policy. One central write service ensures all views share the same source of truth.
Measures
Numbers, text, dates, and yes/no values. Per-measure aggregation: sum, last, first, average, max, min, or none. Special handling for headcount and balance measures that don't roll up like revenue.
Scenarios & Versions
Actuals, Budget, Forecast, What-Ifs. Separate scenario data prevents cross-contamination. Working / Approved / Submitted versions within each scenario.

Driver Tables

Rates, mappings, and allocation keys maintained by planners. Full governance parity with model data including locks, audit, and role-based permissions.

Dimension-linked columns
Add missing entries on save
Preview before saving
Spreadsheet import mapping
Built for Performance
  • Fast analytical storage
  • High-speed calculations
  • Reliable transactional updates
  • Smart workload routing
02 · Data Entry

Forms built for planners, not IT.

Excel-feel editable grids with enterprise governance. Five form types from a simple grid workhorse to free-form canvas layouts.

Standard / Multi-page
Single-grid workhorse or tabbed related grids — Revenue, Costs, Headcount — in one form.
Page-canvas Form
Freely mix grids, KPI tiles, charts, and rich text on a drag-drop canvas.
Planning-table Form
Flexible driver and reference table editing with full governance parity with model data.

Grid Capabilities

  • Excel clipboard parity — copy/paste blocks in and out of Excel; Tab navigation; Ctrl-Z undo
  • Pivot dimensions across columns with multi-level auto-merge headers
  • Add missing rows on save — editing a blank row × column combination creates it when you save
  • Hierarchy-aware rows — drill in/out inline; rollups recompute on every edit
  • Conditional formatting — heatmaps and threshold rules survive Excel and PDF export

Form Workbench

Intelligence Rail
AI side panel with smart layout suggestions and validation readiness findings inline during authoring.
Application Scoping
Each planner gets a personalised home workspace — assigned forms, process statuses, and pending workflow steps in one place.
03 · Validation

Three-layer data integrity monitors.

Integrity is enforced at save, readiness scanned in batch, and exceptions managed without blocking drafting workflows.

L1 · Entity Integrity
Hard blocks at save. Soft warnings surface inline for quick remediation.
On Save
L2 · Process Readiness
Automated readiness scans run on a schedule. Deployed as standalone monitors with folder tree.
Batch Scan
L3 · Exception Management
Acknowledged exceptions stay suppressed until something changes. Admin override with audited reasons.
Management
Workflow Readiness Gate
Revenue Allocation Check✓
Dimension Integrity✓
Headcount Cap Variance!
Advance BlockedAsk AI to Fix
04 · AI Authoring

Design, build, and certify with AI.

Six AI authoring surfaces — from designing a full planning model from a workbook with sample data, to building certified processes, to fixing readiness monitor findings inline.

AI Model Designer
Workbook to production model
Upload an Excel workbook or describe the scenario. AI proposes dimensions, measures, scenarios, validation rules, and calculated measures as a reviewable blueprint.
AI Process Builder
Conversation → certified process
Multi-turn conversation inspects model structure and proposes a plan. Run in a safe preview for row-level comparison before administrator certification.
Workflow AI
Author guided planner journeys
Multi-turn context with structured guidance. Template merge from gallery starters. Readiness AI fixes validation monitor findings from the builder panel.
Pre-built Blueprints
Workforce Planning
Instant starting point — clone, adjust mappings, certify.
FP&A / P&L
Instant starting point — clone, adjust mappings, certify.
CapEx Planning
Instant starting point — clone, adjust mappings, certify.
Revenue Planning
Instant starting point — clone, adjust mappings, certify.
Headcount Budget
Instant starting point — clone, adjust mappings, certify.
Project Planning
Instant starting point — clone, adjust mappings, certify.
05 · Governance

Audit, locks, and data access control.

Immutable append-only audit at cell level. Slice locks by any combination of period, scenario, and entity. Data access roles enforced everywhere — including AI surfaces.

Audit Trail

  • Cell-level before/after — every save with prior and new values
  • Immutable append-only — even App Admins cannot edit audit rows
  • Process & workflow attribution — start, end, parameters, outcome, per-row comparison
  • Regulator export — filter by user, date, resource — spreadsheet export for SOX reviews

Locks & Data Access

  • Slice locking — by period, scenario, entity — hierarchy-aware
  • Data access roles — named bundles of dimension and member rules
  • Enforced everywhere — forms, reports, Excel Add-in, AI assistants, and shared links
  • Write pipeline hardening — all saves pass through the same governance checkpoint